Amid rising geopolitical awareness, smartphone brands have gradually diversified production to countries like India and Vietnam in recent years; however, China remains the primary manufacturing hub in the short term, with no plans for U.S.-based facilities at present. In light of the recent series of U.S. tariff negotiations, any expansion of tariffs to include smartphone manufacturing origins would inevitably impact all brands. In the memory segment, LPDDR4X prices are expected to see another significant increase, while the supply-demand balance for NAND Flash remains relatively stable.

Key Highlights

• The U.S. smartphone market is highly concentrated, with Apple’s market share far exceeding other competitors. The top five brands together account for over 90% of the market.
• While geopolitical tensions and tariff pressures are prompting brands to relocate some production, China remains the main manufacturing base in the short term.
• If the U.S. government imposes tariffs on non-U.S.-made smartphones, all brands will be affected. If the local investment ratio of component suppliers is considered, a detailed review of costs and supply structures will be required.
• LPDDR4X prices may experience another significant increase in 4Q25, with potential price inversion also worth monitoring.
• NAND Flash supply and prices remain relatively stable, with no significant short-term fluctuations expected.

Table of Contents

1. Key Points
2. Smartphone Market Update
   • Top Five Smartphone Brands in the US by Estimated Sales Market Share in 2025
   • Geographical Distribution of Global Smartphone Production Sites in 2025
3. Updates on Mobile Memory Market
   • Price Trend of LPDDR4X for Tier-1 Smartphone Brands

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